Hybrid Wealth Banker for High-Net-Worth Clients

Nedbank; Cape Town; Híbrido; ZAR 600.000 - 900.000; Jornada completa

Descripción de la vacante

Nedbank Private Wealth in Cape Town seeks a Wealth Banker to grow client relationships and deliver tailored banking solutions to high-net-worth clients. You will manage a portfolio, understand client business and household banking needs, and provide exceptional client experiences.

Responsibilities include cross-selling, needs analysis, and collaboration with specialists. The role follows Nedbank risk and compliance standards and supports transformation goals.

Formación

• Must have strong client Relationship management skills and ability to build lasting relationships with high net worth clients.
• Experience in wealth/affluent client segment and delivering comprehensive banking solutions.

Responsabilidades

• Acquire and deliver banking solutions to high-value client segment with a focus on growth.
• Improve client service by offering relevant products aligned to client needs.
• Maintain and grow a portfolio of high-value clients.
• Identify sales opportunities and execute solutions.
• Perform needs analysis across clients and integrate Nedbank offerings.
• Ensure timely responses and compliance with policies and procedures.
• Build professional relationships with high-net-worth clients to foster trust.
• Cross-sell and create value-based solutions with specialists as needed.
• Ensure processes align with risk and regulatory standards.

Conocimientos

Microsoft Office

Interpersonal skills

Clients relationship

Business writing

Regulatory knowledge

Data analysis

Decision making

Financial management

Governance and controls

Networking

Trust building

Sales opportunities

Global perspective

Customer satisfaction

Cross-selling

Educación

Matric / Grade 12 / National Senior Certificate

Advanced Diploma/National 1st Degree

Degree in Business / Finance / Marketing/Investments

Class of Business (advantageous)

Herramientas

None

Descripción del empleo

Nedbank Private Wealth in Cape Town seeks a Wealth Banker to grow client relationships and deliver tailored banking solutions to high-net-worth clients. You will manage a portfolio, understand client business and household banking needs, and provide exceptional client experiences.

Responsibilities include cross-selling, needs analysis, and collaboration with specialists. The role follows Nedbank risk and compliance standards and supports transformation goals.